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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Paradigm Strategies in Wealth Management
5251
Paradigm Strategies in Wealth Management
Minnesota
USD 157 M +USD 9.07 M +6% 2.71% 41.2% 48 14.58% 1.8
Daventry Group
5252
Daventry Group
New York
USD 157 M +USD 21.7 M +16% 1.99% 26.2% 9 22.22% 1.1
Trust Company of Kansas
5253
Trust Company of Kansas
Kansas
USD 157 M -USD 10.5 M -6% 2.44% 87% 50 12% 2.6
Vigilare Wealth Management
5254
Vigilare Wealth Management
Arizona
USD 157 M -USD 16.6 M -10% 1.28% 59.5% 94 12.77% 2.6
Cincinnati Casualty Company
5255
Cincinnati Casualty Company
Ohio
USD 157 M -USD 8.18 M -5% 4.44% 56% 26 0% 8
Worldly Partners Management
5256
Worldly Partners Management
Massachusetts
USD 157 M -USD 18 M -10% 11% 19.2% 4 0% 0.8
Benchmark Wealth Management
5257
Benchmark Wealth Management
Connecticut
USD 157 M -USD 9.1 M -5% 3.47% 42.7% 49 4.08% 2.9
Baron Wealth Management
5258
Baron Wealth Management
Michigan
USD 157 M -USD 882 k -0.6% 0.53% 88.6% 154 16.23% 0.6
Claris Advisors
5259
Claris Advisors
Missouri
USD 157 M +USD 12.2 M +8% 1.87% 65.7% 50 14% 1.2
Horizon Bancorp
5260
Horizon Bancorp
Indiana
USD 156 M -USD 317 k -0.2% 2.73% 33.4% 254 11.42% 1.9
Leading Edge Financial Planning
5261
Leading Edge Financial Planning
Tennessee
USD 156 M +USD 3.33 M +2% 3.58% 48.6% 74 17.57% 0.7
CP
5262
CPV Partners
Connecticut
USD 156 M +USD 7.76 M +5% 9.91% 105% 7 28.57% 2
Fortis Capital Advisors
5263
Fortis Capital Advisors
Kansas
USD 156 M -USD 14.5 M -8% 2.77% 127% 124 32.26% 0.6
Mountaineer Partners Management
5264
Mountaineer Partners Management
New York
USD 156 M -USD 25.3 M -14% 5.71% 158% 16 25% 0.9
HCM
5265
Hall Capital Management
Rhode Island
USD 156 M -USD 21 M -12% 3.71% – 94 5.32% 5.9
Stonebridge Financial Planning Group
5266
Stonebridge Financial Planning Group
Florida
USD 156 M -USD 8.18 M -5% 3.29% 67.2% 142 10.56% 2.3
Five Oceans Advisors
5267
Five Oceans Advisors
California
USD 156 M +USD 586 k +0.4% 2.06% 85.3% 161 9.94% 1.5
Mark Sheptoff Financial Planning
5268
Mark Sheptoff Financial Planning
Connecticut
USD 156 M -USD 19.5 M -11% 5.6% 92.4% 408 10.05% 5
AAF Wealth Management
5269
AAF Wealth Management
Massachusetts
USD 156 M -USD 6.71 M -4% 3.92% 75.1% 51 17.65% 1.6
Murphy Middleton Hinkle & Parker
5270
Murphy Middleton Hinkle & Parker
Georgia
USD 156 M -USD 4.47 M -3% 2.9% 66.8% 139 5.76% 4.8
AH
5271
Aviva Holdings
Bahamas
USD 156 M +USD 18.8 M +14% 16.6% 36.5% 4 0% 4.5
FCPV
5272
FS Capital Partners VI
California
USD 156 M -USD 163 M -51% 10.8% – 1 0% 1.8
QGA
5273
Q Global Advisors
Texas
USD 156 M +USD 16.8 M +12% 8.61% 79% 172 13.95% 1.4
Bond & Devick Financial Network
5274
Bond & Devick Financial Network
Minnesota
USD 155 M -USD 5.55 M -3% 3.58% 46.9% 131 6.11% 2.1
Harvest Investment Services
5275
Harvest Investment Services
Illinois
USD 155 M -USD 20 M -11% 0.04% 282% 212 58.96% 1.4